Enterprise Content and Records Management in SharePoint 2013

This one-day course examines how to plan, configure, and manage Enterprise Content Management (ECM) and Records Management in a Microsoft SharePoint Server 2013 or SharePoint Online environment. It also introduces Governance in SharePoint 2013, and how to plan and create appropriate policies for SharePoint sites.

  • Configuring Search for an Enterprise Environment
  • Configuring the Search Experience
  • Optimising Search
Lab: Planning an Enterprise Search Deployment
  • Planning a Search Solution
Lab: Managing Searching Relevance in SharePoint Server 2013
  • Configuring a Thesaurus
  • Configuring Entity Extractors and Refiners
  • Configuring Query Spelling Correction
  • Configuring Company Name Extraction
  • Planning Content Management
  • Planning and Configuring eDiscovery
  • Planning Records Management
Lab: Configuring eDiscovery in SharePoint Server 2013
  • Creating and Configuring an eDiscovery Centre
  • Discovering and Preserving Content
  • Querying and Exporting Content
Lab: Configuring Records Management in SharePoint Server 2013
  • Configuring In-Place Records Management
  • Introduction to Governance Planning
  • Key elements of a Governance Plan
  • Planning for Governance in SharePoint Server 2013
  • Implementing Governance in SharePoint 2013
Lab: Developing a Plan for Governance
  • Creating a Governance Plan
Lab: Managing Site Creation and Deletion
  • Creating and Publishing Site Policies
  • Enabling and Managing Self-Service Site Creation
This course is targeted at experienced Content Managers, Records Managers, Business Analysts, System Analyst and IT Professionals interested in using SharePoint for ECM and Records Management, in either the data centre or cloud. The training is also helpful for existing SharePoint 2010 customers who need to understand some major improvements in these areas from SharePoint 2010 to SharePoint 2013.
Before attending this course, students must have completed SharePoint 2013 End-User Training: Site Owner, or have equivalent knowledge.


OLLAnywhere is a revolutionary way of utilising cutting-edge technology to allow students to attend live instructor-led training from anywhere in or outside of Australia.